BWA
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BlueChip Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

BlueChip Wealth Advisors’s Portfolio FGD Stock Details FGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$392K Hold
12,283
– – 0.17% 102
2025
Q4 		$372K Hold
12,283
– – 0.16% 108
2025
Q3 		$353K Sell
12,283
-1,351
-10% -$38.7K 0.15% 105
2025
Q2 		$375K Hold
13,634
– – 0.17% 109
2025
Q1 		$330K Hold
13,634
– – 0.16% 112
2024
Q4 		$303K Sell
13,634
-9,986
-42% -$234K 0.17% 102
2024
Q3 		$575K Hold
23,620
– – 0.3% 69
2024
Q2 		$527K Sell
23,620
-8,823
-27% -$202K 0.31% 68
2024
Q1 		$739K Hold
32,443
– – 0.48% 45
2023
Q4 		$722K Buy
+32,443
New +$682K 0.51% 47

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return